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Invesco FTSE RAFI US 1000 ETF

419 hedge funds and large institutions have $3.96B invested in Invesco FTSE RAFI US 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+10
Holders Change %
+2.44%
% of All Funds
6.71%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
43
Increased
116
Reduced
131
Closed
25
Calls
$815K
Puts
$47K
Net Calls
+$768K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
WA1
76
Wimmer Associates 1
California
$5.53M +$168K +5,385 +3%
Cerity Partners
77
Cerity Partners
New York
$5.32M +$1.72K +55 +0%
SF
78
Summit Financial
New Jersey
$5.23M -$93.8K -2,990 -2%
Lido Advisors
79
Lido Advisors
California
$5.05M -$1.17M -37,155 -19%
William Blair & Company
80
William Blair & Company
Illinois
$5.03M -$831K -26,490 -14%
BIP
81
Bouvel Investment Partners
Pennsylvania
$4.96M -$48.4K -1,545 -1%
CA
82
Cornerstone Advisory
Maryland
$4.91M -$128K -4,070 -3%
ACP
83
Aveo Capital Partners
Colorado
$4.84M -$1.13M -36,045 -19%
LPT
84
Legacy Private Trust
Wisconsin
$4.69M -$110K -3,520 -2%
MSWMA
85
Market Street Wealth Management Advisors
Indiana
$4.62M -$313K -9,980 -6%
KW
86
KWB Wealth
California
$4.55M +$28.1K +905 +0.6%
MWM
87
Marion Wealth Management
Pennsylvania
$4.5M +$217K +6,920 +5%
CWM
88
Cornerstone Wealth Management
Missouri
$4.34M +$4.34M +138,300 New
EI
89
Ellevest Inc
New York
$4.29M -$2.82K -90 -0.1%
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.27M +$82K +2,615 +2%
RF
91
Rollins Financial
Georgia
$4.26M -$402K -12,820 -9%
PWM
92
Perigon Wealth Management
California
$4.2M +$49.5K +1,580 +1%
Creative Planning
93
Creative Planning
Kansas
$3.99M +$716K +22,825 +22%
IC
94
IEQ Capital
California
$3.97M +$1.88K +60 +0%
HCC
95
Hirtle Callaghan & Co
Pennsylvania
$3.92M
CAM
96
Cidel Asset Management
Ontario, Canada
$3.8M +$43.3K +1,380 +1%
WOSD
97
WFA of San Diego
California
$3.52M -$605K -19,280 -15%
WP
98
WealthSource Partners
California
$3.44M -$10K -320 -0.3%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$3.37M +$11.3K +360 +0.3%
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$3.32M